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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NATIONAL EMPLOYEE ADMINISTRATOR Service code 13 · EIN 65-0498809 | Contract Administrator | $132,635 |
SUGARMAN & SUSSKIND PA3 years Service code 29 · EIN 59-2539792 | Legal | $114,400 |
HORIZON ACTUARIAL SERVICES, LLC5+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $85,928 |
MORGAN STANLEY SMITH BARNEY5+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $75,000 |
LAPADULA CARLSON & CO3 years Service code 10 · EIN 65-0292391 | Accounting | $33,948 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 17.95% | 10.27%+7.7pp | 10.56%+7.4pp | 53.27%-35.3pp |
| Employer contribution / active EE | $11,539 | $12,273-6.0% | $30,197-61.8% | $14,774-21.9% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |